WP

Westmount Partners Portfolio holdings

AUM $387M
1-Year Est. Return 25.68%
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$844K
3
+$707K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$647K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$622K

Top Sells

1
+$773K
2
+$604K
3
+$518K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$345K
5
NVDA icon
NVIDIA
NVDA
+$321K

Sector Composition

1 Technology 30.4%
2 Healthcare 8.23%
3 Financials 6.75%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.78%
60,240
27
$2.33M 0.77%
4,621
+261
28
$2.16M 0.71%
42,907
-1,127
29
$2.14M 0.71%
10,411
-501
30
$2.13M 0.7%
21,726
+2,774
31
$2.09M 0.69%
14,267
+276
32
$2.08M 0.69%
3,086
+114
33
$2.05M 0.68%
10,175
+93
34
$1.98M 0.65%
25,225
+717
35
$1.93M 0.64%
31,910
+9,435
36
$1.9M 0.63%
7,208
+1,414
37
$1.79M 0.59%
30,083
38
$1.72M 0.57%
14,962
-142
39
$1.71M 0.57%
8,558
+10
40
$1.68M 0.55%
9,085
-272
41
$1.66M 0.55%
3,794
+28
42
$1.63M 0.54%
75,373
+368
43
$1.54M 0.51%
20,597
+50
44
$1.38M 0.46%
14,826
-41
45
$1.33M 0.44%
11,163
+625
46
$1.29M 0.42%
3,494
47
$1.25M 0.41%
54,631
48
$1.24M 0.41%
3,291
-1
49
$1.2M 0.4%
7,684
+270
50
$1.2M 0.4%
24,246
+1,858
1
2
3 4 5